For real estate transaction coordinators: Generate and attach finalized PDFs

Transaction coordinators miss contracts after record updates, risking delayed closings and compliance gaps. Attach standardized PDF contracts to records so coordinators can file and proceed immediately.

Overview

Missing contract PDFs before closing delays deals and creates compliance risk. This workflow turns each record update into a standardized, archived PDF attached to the transaction so coordinators have ready contracts for review and downstream processing. Customers report faster handoffs and fewer missed filings.

Notable Features

Generate standardized PDF contracts from records
Attach PDFs to transaction records
Notify coordinators and archive contracts